Vault-13

NUVEEN AMT FREE MUN CR INC F NVG

COM · Closed-End Fund · CUSIP 67071L106

247 institutional holders -7 vs Q1 2024
42,196,95042.2m shares reported held*
$526.0mreported value*
21 new 78 added 74 reduced 28 sold out net sold ≈ $92.0m (-7.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.46.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 243Q4 22: 250Q1 23: 252Q2 23: 244Q3 23: 241Q4 23: 259Q1 24: 254Q2 24: 247247Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022243
Q4 2022250
Q1 2023252
Q2 2023244
Q3 2023241
Q4 2023259
Q1 2024254
Q2 2024247

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 96 bought or addedQ4 22: 119 cut or sold outQ4 22Q1 23: 107 bought or addedQ1 23: 95 cut or sold outQ2 23: 108 bought or addedQ2 23: 83 cut or sold outQ2 23Q3 23: 90 bought or addedQ3 23: 108 cut or sold outQ4 23: 101 bought or addedQ4 23: 115 cut or sold outQ4 23Q1 24: 101 bought or addedQ1 24: 110 cut or sold outQ2 24: 99 bought or addedQ2 24: 102 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202296119
Q1 202310795
Q2 202310883
Q3 202390108
Q4 2023101115
Q1 2024101110
Q2 202499102

Biggest buyers

MacKay Shields LLC Added +1,574,612+1.6m
Hennion & Walsh Asset Management, Inc. Added +143,380+143.4k
McGowan Group Asset Management, Inc. New +122,178+122.2k
LPL Financial LLC Added +85,148+85.1k
GUGGENHEIM CAPITAL LLC Added +72,227+72.2k
Modern Wealth Management, LLC New +59,620+59.6k
NAPA WEALTH MANAGEMENT New +55,390+55.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +52,859+52.9k
Arkadios Wealth Advisors New +49,692+49.7k
Stratos Wealth Advisors, LLC New +42,708+42.7k

Biggest sellers

MORGAN STANLEY Reduced -5,375,592-5.4m
Logan Stone Capital, LLC Reduced -1,126,336-1.1m
Saba Capital Management, L.P. Reduced -841,665-841.7k
AQR Arbitrage LLC Reduced -519,592-519.6k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -318,710-318.7k
SIT INVESTMENT ASSOCIATES INC Reduced -308,929-308.9k
Alpine Global Management, LLC Reduced -180,000-180.0k
OSAIC HOLDINGS, INC. Reduced -173,932-173.9k
VAN ECK ASSOCIATES CORP Reduced -141,595-141.6k
NINE MASTS CAPITAL Ltd Reduced -127,925-127.9k

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20231$25.5k0——
Q1 20240—0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 3.17% of their portfolio WEST PALM BEACH, FL 5,378,1625.4m $67.0m $67.0m 3.17% Reduced -81.7k -81,710
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,996,7213.0m $37.3m $37.3m 0.00% Reduced -5.4m -5,375,592
3 MacKay Shields LLC 0.86% of their portfolio New York, NY 2,278,8352.3m $28.4m $28.4m 0.86% Added +1.6m +1,574,612
4 SIT INVESTMENT ASSOCIATES INC 0.60% of their portfolio Minneapolis, MN 2,086,6692.1m $26.0m $26.0m 0.60% Reduced -308.9k -308,929
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,746,5941.7m $21.8m $21.8m 0.01% Reduced -25.8k -25,836
6 Karpus Management, Inc. 0.55% of their portfolio Pittsford, NY 1,576,9631.6m $19.6m $19.6m 0.55% Reduced -52.1k -52,093
7 Saba Capital Management, L.P. 0.40% of their portfolio NEW YORK, NY 1,466,1371.5m $18.3m $18.3m 0.40% Reduced -841.7k -841,665
8 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 1,436,3141.4m $17.9m $17.9m 0.03% Reduced -141.6k -141,595
9 ROBINSON CAPITAL MANAGEMENT, LLC 5.77% of their portfolio GROSSE POINTE FARMS, MI 1,287,0351.3m $16.0m $16.0m 5.77% Unchanged
10 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 1,153,5331.2m $14.4m $14.4m 0.10% Added +72.2k +72,227
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,088,0421.1m $13.6m $13.6m 0.00% Added +16.1k +16,079
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 848,107848.1k $10.6m $10.6m 0.00% Reduced -21.7k -21,724
13 Hennion & Walsh Asset Management, Inc. 0.53% of their portfolio Parsippany, NJ 824,023824.0k $10.3m $10.3m 0.53% Added +143.4k +143,380
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 716,501716.5k $8.9m $8.9m 0.02% Reduced -173.9k -173,932
15 Logan Stone Capital, LLC 2.28% of their portfolio CHICAGO, IL 708,237708.2k $8.8m $8.8m 2.28% Reduced -1.1m -1,126,336
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 646,585646.6k $8.1m $8.1m 0.00% Added +85.1k +85,148
17 Penserra Capital Management LLC 0.09% of their portfolio ORINDA, CA 569,087569.1k $7.1m $7.1m 0.09% Added +12.6k +12,646
18 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 519,259519.3k $6.5m $6.5m 0.03% Added +10.0k +10,024
19 Advisors Asset Management, Inc. 0.12% of their portfolio Monument, CO 482,753482.8k $6.0m $6.0m 0.12% Reduced -28.6k -28,626
20 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 470,900470.9k $5.9m $5.9m 0.01% Unchanged
21 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 469,086469.1k $5.8m $5.8m 0.00% Added +39.9k +39,927
22 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 459,171459.2k $5.7m $5.7m 0.01% Reduced -38.4k -38,391
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 408,029408.0k $5.1m $5.1m 0.01% Reduced -4.3k -4,341
24 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 405,615405.6k $5.1m $5.1m 0.01% Added +32.1k +32,092
25 Cornerstone Advisory, LLC 0.63% of their portfolio HUNT VALLEY, MD 361,426361.4k $4.5m $4.5m 0.63% Reduced -34.8k -34,843
26 KENNEDY INVESTMENT GROUP, INC. 2.24% of their portfolio WEST DEPTFORD, NJ 354,236354.2k $4.4m $4.4m 2.24% Added +31.9k +31,907
27 Rareview Capital LLC 3.95% of their portfolio LAS VEGAS, NV 331,702331.7k $4.1m $4.1m 3.95% Reduced -9.8k -9,788
28 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 330,066330.1k $4.1m $4.1m 0.01% Reduced -10.0k -10,000
29 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 327,457327.5k $4.1m $4.1m 0.01% Added +1.8k +1,844
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 290,668290.7k $3.6m $3.6m 0.00% Added +9.7k +9,696
31 NINE MASTS CAPITAL Ltd 1.08% of their portfolio CENTRAL, K3 281,699281.7k $3.5m $3.5m 1.08% Reduced -127.9k -127,925
32 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 273,156273.2k $3.4m $3.4m 0.02% Added +15.7k +15,748
33 Congress Park Capital LLC 1.35% of their portfolio SARATOGA SPRINGS, NY 270,000270.0k $3.4m $3.4m 1.35% Added +35.0k +35,000
34 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 260,690260.7k $3.2m $3.2m 0.00% Added +23.0k +22,959
35 Gridiron Partners, LLC 2.05% of their portfolio Wexford, PA 258,838258.8k $3.2m $3.2m 2.05% Reduced -1.8k -1,817
36 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 225,546225.5k $2.8m $2.8m 0.01% Added +11.2k +11,162
37 Westchester Capital Management, LLC 0.11% of their portfolio VALHALLA, NY 200,673200.7k $2.5m $2.5m 0.11% Reduced -18.9k -18,943
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 193,434193.4k $2.4m $2.4m 0.01% Reduced -6.1k -6,081
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 192,245192.2k $2.4m $2.4m 0.00% Reduced -5.9k -5,943
40 Fort Point Capital Partners LLC 0.31% of their portfolio San Francisco, CA 191,616191.6k $2.4m $2.4m 0.31% Added +29.5k +29,501
41 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 180,080180.1k $2.2m $2.2m 0.00% Added +11.3k +11,330
42 Alpine Global Management, LLC 0.39% of their portfolio NEW YORK, NY 180,000180.0k $2.2m $2.2m 0.39% Reduced -180.0k -180,000
43 MELFA WEALTH MANAGEMENT, INC. 1.53% of their portfolio WESTBOROUGH, MA 175,573175.6k $2.2m $2.2m 1.53% Added +47 +47
44 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 172,697172.7k $2.2m $2.2m 0.01% Reduced -85.8k -85,811
45 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 164,949164.9k $2.1m $2.1m 0.00% Added +13.7k +13,696
46 Gould Capital, LLC 1.41% of their portfolio TACOMA, WA 160,763160.8k $2.0m $2.0m 1.41% Reduced -423 -423
47 Palogic Value Management, L.P. 0.81% of their portfolio DALLAS, TX 154,146154.1k $1.9m $1.9m 0.81% Added +7.0k +7,009
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 150,829150.8k $1.9m $1.9m 0.00% Added +15.5k +15,477
49 Freestone Capital Holdings, LLC 0.07% of their portfolio Seattle, WA 150,300150.3k $1.9m $1.9m 0.07% Reduced -100.0k -100,000
50 ROTHSCHILD INVESTMENT LLC 0.12% of their portfolio CHICAGO, IL 142,138142.1k $1.8m $1.8m 0.12% Reduced -2.8k -2,783
51 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 138,168138.2k $1.7m $1.7m 0.01% Added +3.0k +3,031
52 CoreCap Advisors, LLC 0.17% of their portfolio SOUTHFIELD, MI 128,806128.8k $1.6m $1.6m 0.17% Reduced -8.6k -8,583
53 InTrack Investment Management Inc 1.14% of their portfolio SOUTH BURLINGTON, VT 128,373128.4k $1.6m $1.6m 1.14% Added +5.3k +5,328
54 Tyche Wealth Partners LLC 0.38% of their portfolio PLANO, TX 126,531126.5k $1.6m $1.6m 0.38% Added +1.7k +1,724
55 Johnson Financial Group, Inc. 0.08% of their portfolio RACINE, WI 126,500126.5k $1.6m $1.6m 0.08% Reduced -8.5k -8,500
56 Capital Investment Advisors, LLC 0.04% of their portfolio ATLANTA, GA 124,550124.5k $1.6m $1.6m 0.04% Reduced -11.5k -11,547
57 AQR Arbitrage LLC 0.04% of their portfolio Greenwich, CT 124,387124.4k $1.5m $1.5m 0.04% Reduced -519.6k -519,592
58 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 123,638123.6k $1.5m $1.5m 0.00% Added +24.6k +24,565
59 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 123,469123.5k $1.5m $1.5m 0.01% Reduced -57.9k -57,882
60 McGowan Group Asset Management, Inc. 0.21% of their portfolio DALLAS, TX 122,178122.2k $1.5m $1.5m 0.21% New
61 Wealth Advisors of Tampa Bay, LLC 0.67% of their portfolio TAMPA, FL 115,729115.7k $1.4m $1.4m 0.67% Unchanged
62 DEBUSSY CAPITAL MANAGEMENT LP 0.40% of their portfolio CHICAGO, IL 113,084113.1k $1.4m $1.4m 0.40% Reduced -17.1k -17,050
63 Matisse Capital 0.68% of their portfolio PORTLAND, OR 110,000110.0k $1.4m $1.4m 0.68% Unchanged
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 107,203107.2k $1.3m $1.3m 0.00% Added +20.1k +20,110
65 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 106,412106.4k $1.3m $1.3m 0.00% Reduced -5.8k -5,824
66 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 104,147104.1k $1.3m $1.3m 0.00% Unchanged
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 101,305101.3k $1.3m $1.3m 0.00% Added +1.3k +1,336
68 Pallas Capital Advisors LLC 0.06% of their portfolio BRAINTREE, MA 100,718100.7k $1.2m $1.2m 0.06% Unchanged
69 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 100,497100.5k $1.3m $1.3m 0.03% Unchanged
70 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 98,49398.5k $1.2m $1.2m 0.02% Added +1 +1
71 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.10% of their portfolio Englewood, NJ 95,80395.8k $1.2m $1.2m 0.10% Reduced -318.7k -318,710
72 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 94,03594.0k $1.2m $1.2m 0.01% Added +12.6k +12,611
73 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 87,82387.8k $1.1m $1.1m 0.03% Reduced -18.9k -18,865
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 87,04987.0k $1.1m $1.1m 0.00% Reduced -4.3k -4,302
75 WESBANCO BANK INC 0.03% of their portfolio WHEELING, WV 73,16273.2k $911.6k $911.6k 0.03% Not comparable
76 Melone Private Wealth, LLC 0.53% of their portfolio AUBURN HILLS, MI 72,13772.1k $898.8k $898.8k 0.53% Added +919 +919
77 TECTONIC ADVISORS LLC 0.06% of their portfolio FRISCO, TX 69,37169.4k $864.4k $864.4k 0.06% Added +1.0k +1,004
78 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 69,26369.3k $863.0k $863.0k 0.01% Reduced -1.7k -1,699
79 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 65,21065.2k $812.5k $812.5k 0.00% Reduced -6.3k -6,253
80 Modern Wealth Management, LLC 0.05% of their portfolio KANSAS CITY, MO 59,62059.6k $742.9k $742.9k 0.05% New
81 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 58,86358.9k $733.0k $733.0k 0.00% Reduced -20.8k -20,763
82 Mathes Company, Inc. 0.26% of their portfolio New York, NY 57,50057.5k $716.0k $716.0k 0.26% Added +21.5k +21,500
83 NAPA WEALTH MANAGEMENT 0.47% of their portfolio Napa, CA 55,39055.4k $690.2k $690.2k 0.47% New
84 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 52,85952.9k $658.6k $658.6k 0.00% New
85 BOKF, NA 0.01% of their portfolio TULSA, OK 51,00051.0k $635.5k $635.5k 0.01% Unchanged
86 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 50,87250.9k $633.9k $633.9k 0.02% Reduced -2.5k -2,526
87 Ranch Capital Advisors Inc. 0.33% of their portfolio SARASOTA, FL 50,74150.7k $632.7k $632.7k 0.33% Added +275 +275
88 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 49,69249.7k $619.2k $619.2k 0.04% New
89 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 47,25447.3k $588.8k $588.8k 0.02% Added +1.8k +1,805
90 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 46,66646.7k $581.5k $581.5k 0.06% Added +1.0k +1,026
91 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 46,47746.5k $579.1k $579.1k 0.00% Added +7.7k +7,657
92 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 45,63545.6k $528.5k $528.5k 0.00% First filing
93 Caldwell Trust Co 0.06% of their portfolio Venice, FL 45,42145.4k $565.9k $565.9k 0.06% Added +869 +869
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 45,31245.3k $564.6k $564.6k 0.00% Added +418 +418
95 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 44,58644.6k $559.0k $559.0k 0.03% Added +23.6k +23,550
96 Koshinski Asset Management, Inc. 0.05% of their portfolio DECATUR, IL 44,45044.5k $550.3k $550.3k 0.05% Reduced -17.1k -17,097
97 Richmond Brothers, Inc. 1.08% of their portfolio JACKSON, MI 44,02444.0k $548.6k $548.6k 1.08% Reduced -1.8k -1,826
98 Sonora Investment Management Group, LLC 0.04% of their portfolio TUCSON, AZ 43,27943.3k $525.8k $525.8k 0.04% Unchanged
99 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 42,70842.7k $532.1k $532.1k 0.03% New
100 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 41,62041.6k $518.6k $518.6k 0.01% Added +816 +816